Aditya Birla Sun Life Savings Fund vs HDFC Ultra Short Term Fund compare

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13399 Cr ₹12922 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2018 27 Nov 2001
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 26% 24%
Expense Ratio 0.69 0.55
Manager Anil Bamboli Dhaval Joshi
ISIN Code INF179KB11R3 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.57% 0.64%
6 Month 3.66% 3.81%
1 Year 7.44% 7.73%
3 Year 6.12% 6.39%
5 Year 5.71% 6.08%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 7.32% 7.66%
3 Year 6.85% 7.12%
5 Year 6.06% 6.37%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 6.42% 7.51%
3 Year 5.09% 7.76%
5 Year 5.78% 8.19%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.54% 0.54%
Sharp 0.11% 0.64%
Beta 1.18% 1.14%
Alpha 2.43% 2.62%

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Fund Managers

Scheme Name HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Anil Bamboli Dhaval Joshi
Total AUM ₹135442 Cr ₹361932 Cr
Fund Manage 12 55
HDFC Ultra Short Term Fund - Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 94.05

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 7.07 8.57
Sovereign 0.2 1.89
Financial 71.51 64.03
Construction 7.9 6.65
Communication 5.09 6.88
Materials 3.47 -
Energy 0.31 0.51
Consumer Discretionary 0.35 -
Services 0.17 -
Capital Goods 3.93 -
Consumer Staples - 5.52

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